RIA Intel›Advisers›Florida›DUGGAN, ROBERT W.

DUGGAN, ROBERT W.

Advisory

N·BELLEAIR BEACH, FL

Data as of Jun 11, 2015 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

+125.0%

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$3.0B

Discretionary AUM$2.9B

Non-Discretionary AUM$83M

Discretionary %97.2%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingJul 7, 2014

Latest FilingJun 11, 2015

🔒 Full AUM trend chart and 5 historical filings spanning 1+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on DUGGAN, ROBERT W.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.